Settings and activity
18 results found
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115 votes
An error occurred while saving the comment Babs Bright supported this idea ·
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245 votes
An error occurred while saving the comment Babs Bright commented
I agree
Babs Bright supported this idea ·
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28 votes
An error occurred while saving the comment Babs Bright commented
I agree
Babs Bright supported this idea ·
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36 votes
An error occurred while saving the comment Babs Bright commented
I agree
Babs Bright supported this idea ·
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32 votes
An error occurred while saving the comment Babs Bright commented
I agree
Babs Bright supported this idea ·
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56 votes
An error occurred while saving the comment Babs Bright commented
I agree
An error occurred while saving the comment Babs Bright commented
currently inaccurate recording per IRD
Babs Bright supported this idea ·
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35 votes
An error occurred while saving the comment Babs Bright commented
I agree
Babs Bright supported this idea ·
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69 votes
An error occurred while saving the comment Babs Bright commented
I agree
Babs Bright supported this idea ·
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154 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Babs Bright supported this idea ·
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257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
An error occurred while saving the comment Babs Bright commented
I agree
Babs Bright supported this idea ·
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296 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
An error occurred while saving the comment Babs Bright commented
important for identifying training areas and reduction of errors
Babs Bright supported this idea ·
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35 votes
An error occurred while saving the comment Babs Bright commented
need accuracy as per IRD expectation
Babs Bright supported this idea ·
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56 votes
Hi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.
I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.
An error occurred while saving the comment Babs Bright commented
Need to be able to give client accurate information as per IRD calculations
Babs Bright supported this idea ·
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45 votes
An error occurred while saving the comment Babs Bright commented
in house time saver and easy check for potential changes such as refund transfers
Babs Bright supported this idea ·
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51 votes
An error occurred while saving the comment Babs Bright commented
can affect uomi interest calcs
An error occurred while saving the comment Babs Bright commented
to save time and interruption to workflow
Babs Bright supported this idea ·
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43 votes
An error occurred while saving the comment Babs Bright commented
Client needs to see what and how their claim is calculated
Babs Bright supported this idea ·
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51 votes
Thanks for supporting this idea, everyone.
While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.
While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.
As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.
While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.
An error occurred while saving the comment Babs Bright commented
This has an affect of UOMI interest at times
Babs Bright supported this idea ·
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46 votes
An error occurred while saving the comment Babs Bright commented
need to be able to track adjustments & changes
Babs Bright supported this idea ·
At present Xero is not user friendly for our farming clients